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This Chief Financial Officer will act as the Executive Financial Leader across the organization working closely with the CEO on the organization's operational and corporate finance strategy with a focus on initiatives for optimizing current transmission assets and long-term growth goals.
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Experience in the financial services industry, either working for an investment manager, broker dealer, law firm, accounting firm, or regulator. Financial instruments product knowledge, accounting experience or Consumer Compliance experience (a Financial Engineering qualification, CFA, PRMIA/FRM qualifications or CPA, CRCM.
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10+ years of commercial real estate due diligence experience, preferably in varying roles including field assessor and reviewer; General understanding of building systems including site work, structural systems, building envelope, and MEP; General understanding of industry-standard environmental concerns, including dry cleaners, vapor concerns, and sites with known or potential releases; Excellent time management and organizational skills to.
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Experience with mergers, acquisitions and divestitures, including due diligence activities. Assist with and provide legal advice related to mergers, acquisitions and divestitures, including due diligence activities.
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The Financial Systems Analyst, Oracle Cloud Enterprise Resource Planning (ERP) will collaborate and interact with the Accounting/Finance/Procurement departments to ensure efficient delivery of technology projects.
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The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance. RSM is seeking for a Transaction Advisory Services Manager who will work closely with our clients we serve, Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses for our clients.
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The PV-dedicated Vice President / Senior Vice President in our Financial and Valuation Advisory Services business will be a fully integrated member of engagement teams, which can range in size from two to five members.
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Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation & Fund Advisory Services, Real Estate Valuation & Advisory Services, and Dispute Resolution Consulting.
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Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
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A Transaction Advisory Services Senior Manager/Director at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence.
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We are seeking a Senior Financial Analyst to report to our Director of Strategic Finance for the purposes of analyzing economic and financial data, portfolio company financial reporting, and complex financial analyses related to company valuations, mergers and acquisitions, budgeting, and cash flow models.
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As part of our team, you'll help clients harness technology systems in financial services focusing on areas such as insurance, sales performance management, retirement and pension, asset management, and banking & capital markets.
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Responsibilities Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. About the Practice CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies.
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Areas of Interest: Investment Management; Finance; Portfolio Management; Wealth Management. BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
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This role is primarily focused on Human Resource (HR) and Legal services and will also support other corporate business units such as Finance (Corporate Controller's Group, Corporate Development & Strategy, Financial Planning and Analysis, Global Real Estate, Revenue & Deal Operations, Tax, Transformation Office, Travel and Treasury) with agreements for professional services, recruiting, training, consulting and SaaS solutions.
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diligence finance financial services jobs Title: transaction advisory in Dallas, TX
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